SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,693 | +400.5% | 3,920 | +420.6% | 0.00% | +200.0% |
| Q2 2023 | $50,491 | -90.2% | 753 | -90.4% | 0.00% | -83.3% |
| Q1 2023 | $515,794 | -49.7% | 7,865 | -51.1% | 0.01% | -78.6% |
| Q4 2022 | $1,025,790 | +112.4% | 16,096 | +143.9% | 0.03% | +300.0% |
| Q4 2021 | $483,000 | +98.0% | 6,600 | +82.3% | 0.01% | +16.7% |
| Q3 2021 | $244,000 | 0.0% | 3,621 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $244,000 | +4.7% | 3,571 | +0.1% | 0.01% | -14.3% |
| Q1 2021 | $233,000 | +11.5% | 3,569 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $209,000 | +4.5% | 3,508 | +5.2% | 0.01% | -12.5% |
| Q4 2019 | $200,000 | – | 3,334 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,297,083 | $374,865,000 | 19.29% |
| Treybourne Wealth Planners, Inc. | 366,639 | $21,826,000 | 15.72% |
| APPLETON GROUP, LLC | 254,812 | $15,169,000 | 14.80% |
| Mokosak Advisory Group, LLC | 482,360 | $28,720,000 | 13.72% |
| Reby Advisors, LLC | 792,867 | $47,199,000 | 12.36% |
| BALLAST ADVISORS LLC | 363,562 | $21,643,000 | 11.15% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 272,604 | $16,228,000 | 9.64% |
| GenWealth Group, Inc. | 459,420 | $27,349,000 | 9.06% |
| Northern Capital Management, Inc. | 154,928 | $9,223,000 | 8.98% |
| Krilogy Financial LLC | 1,199,885 | $71,429,000 | 8.57% |